See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,062 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,505 | $58,655+11.7% | $91,989-28.8% | $65,185+0.5% |
| Participation rate | 88.0% | 75.3%+12.7pp | 78.6%+9.3pp | 70.2%+17.8pp |
| Annual return | 21.82% | 33.92%-12.1pp | 69.02%-47.2pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,352 | $2,080-35.0% | $3,452-60.8% | $2,177-37.9% |
| Participant deferral / active EE | $6,311 | $5,474+15.3% | $5,923+6.6% | $3,514+79.6% |
| Admin fee / account holder | $0 | $434-100.0% | $7,743-100.0% | $847-100.0% |